Multi-Agent AI Sales Planning to Google Docs & Slack

This n8n workflow implements a multi-agent AI architecture for collaborative sales planning. A manual trigger starts the process, allowing users to input company details, products, dates, constraints, channels, and goals via an Edit Fields node. The CEO agent acts as orchestrator, analyzing inputs and delegating tasks to three specialist agents: Marketing (campaigns, channels, content calendar), Operations (inventory, staffing, fulfillment, risks), and Finance (pricing, discounts, budget, targets). The CEO merges responses, resolves conflicts, and composes a comprehensive Markdown plan.

The plan is converted to a Google Doc and then to PDF for stakeholder sharing. Outputs include a detailed Markdown document with sections like Summary, Timeline, Marketing, Ops, Pricing, Risks, and Next Actions, plus compact JSON for further automation. Finally, the PDF is uploaded to Slack (or Drive) for team review.

Ideal for teams needing quick, structured sales-season plans without manual coordination. Benefits include time savings on planning (minutes vs. hours), repeatable multi-agent pattern for other uses, clear delegation logic, and seamless integrations. Use cases: sales teams bootstrapping campaigns, demos of agent orchestration, or scaling planning across departments with AI efficiency.